Civic Intelligence

The Lucretia Fund Inc

EIN 04-3322483 • 501(c)3 • Woburn, MA

Profile

Lucretia was founded with a mission to support the sectors of the civil society at the local and international levels promoting community development efforts, human and civil rights, and social and economic equity.

400 W Cummings Park 5850Woburn, MA 01801

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

100th percentile

211%

Higher net margin than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-24%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$0

Down $100,027 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $100,027 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

$4,706

Up $15,153 (+145%) from 2022

Expenses

Up

$100,167

Up $88,610 (+767%) from 2022

Net Income

Down

-$95,461

Down $73,457 (-334%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $14,479,386Liabilities 2010: $8,000Net Assets 2010: $14,471,3862010Assets 2011: $12,645,590Liabilities 2011: $14,000Net Assets 2011: $12,631,5902011Assets 2012: $10,143,063Liabilities 2012: $15,000Net Assets 2012: $10,128,0632012Assets 2013: $7,877,276Liabilities 2013: $15,000Net Assets 2013: $7,862,2762013Assets 2014: $4,132,687Liabilities 2014: $18,000Net Assets 2014: $4,114,6872014Assets 2015: $322,148Liabilities 2015: $18,000Net Assets 2015: $304,1482015Assets 2016: $309,610Liabilities 2016: $0Net Assets 2016: $309,6102016Assets 2017: $239,556Liabilities 2017: $0Net Assets 2017: $239,5562017Assets 2018: $203,549Liabilities 2018: $0Net Assets 2018: $203,5492018Assets 2019: $199,581Liabilities 2019: $0Net Assets 2019: $199,5812019Assets 2020: $110,407Liabilities 2020: $0Net Assets 2020: $110,4072020Assets 2021: $132,068Liabilities 2021: $10,000Net Assets 2021: $122,0682021Assets 2022: $100,027Liabilities 2022: $0Net Assets 2022: $100,0272022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,683,5942010Revenue 2011: $601,528Expenses 2011: $1,789,726Net Income 2011: -$1,188,1982011Expenses 2012: $3,745,2822012Revenue 2013: $1,060,425Expenses 2013: $3,462,083Net Income 2013: -$2,401,6582013Revenue 2014: $675,096Expenses 2014: $4,065,331Net Income 2014: -$3,390,2352014Revenue 2015: $1,127,700Expenses 2015: $3,869,750Net Income 2015: -$2,742,0502015Revenue 2016: $28,389Expenses 2016: $9,565Net Income 2016: $18,8242016Revenue 2017: $12,804Expenses 2017: $81,344Net Income 2017: -$68,5402017Revenue 2018: $14,452Expenses 2018: $53,439Net Income 2018: -$38,9872018Revenue 2019: $27,937Expenses 2019: $3,416Net Income 2019: $24,5212019Revenue 2020: $13,259Expenses 2020: $102,785Net Income 2020: -$89,5262020Revenue 2021: -$1,895Expenses 2021: $12,504Net Income 2021: -$14,3992021Revenue 2022: -$10,447Expenses 2022: $11,557Net Income 2022: -$22,0042022Revenue 2023: $4,706Expenses 2023: $100,167Net Income 2023: -$95,4612023

Highlighted filing

2023

Revenue$4,706
Expenses$100,167
Net Income-$95,461
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$4,706
Expenses
$100,167
Net income
-$95,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01$0.01$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01$0.10$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.03$0.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.01$0.08$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.03$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.02$0.30$1.13$3.87$2.74
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.02$4.11$0.68$4.07$3.39
2013Detailed filing. Detailed filing data is available for this year.$7.88$0.02$7.86$1.06$3.46$2.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.02$10.1$3.75
2011Summary only. Only limited summary data is available for this year.$12.6$0.01$12.6$0.60$1.79$1.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.01$14.5$1.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$4,706
Mission and Program Overview

Mission

Lucretia was founded with a mission to support the sectors of the civil society at the local and international levels promoting community development efforts, human and civil rights, and social and economic equity.

To promote the role of civil society

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$54,439$0▼ $54,439
Investments Other Securities$45,588$0▼ $45,588
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$100,027$0▼ $100,027
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$100,027$0▼ $100,027
Total Net Assets Fund Balance$100,027$0▼ $100,027
Total Liabilities and Net Assets / Fund Balance$100,027$0▼ $100,027
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John Van RensPresident & Director
Pam SoloClerk & Executive Director
Gail PressbergTreasurer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,706
Other Revenue
$0
Change in Net Assets
$-95,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,518
Other Expenses$649
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,518--$99,518
Other Expenses-$88-$88
Total Functional Expenses$99,518$649$0$100,167
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Civil Society Institute Inc Co Stanton & CompanyWoburn, MA501(c)(3)GENERAL OPERATING SUPPORT; PROMOTE CIVIL SOCIETY$54,901
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“The lucretia fund, inc. Is a supporting organization to civil society institute, inc. Pursuant to lucretia's by-laws, civil society institute has the responsibility and power to appoint the board members for lucretia. This is required for lucretia to qualify as a type i supporting organization.”

Form 990, Part VI, Section B, line 11B

“The 990 is not reviewed by the entire board. The board's clerk and executive director is given the reponsibility of reviewing and approving the filing.”

Form 990, Part VI, Section B, line 12C

“Lucretia's board reviews transactions against list of disclosed conflicts to ensure that potential conflicts will be avoided.”

Form 990, Part VI, Section C, line 18

“A copy of form 990 is filed annually with massachussets attorney general's office. As part of their procedure, the document is scanned and made available to the public. Additionally, a reproduction of the return can be found on guidestar's website. Finally, copies of organizational documents can be requested directly from the organization's management by contacting them at their office.”

Form 990, Part VI, Section C, line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Lucretia Fund Inc
EIN
04-3322483
Phone
7819331744
Address
400 W CUMMINGS PARK 5850, WOBURN, MA 01801

Signing Officer

Name
Pam Solo
Title
Clerk
Phone
7819331744
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Solo
Formed
1996
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Kenneth Freed & Company PC
Address
400 W Cummings Park Suite 5850, Woburn, MA 01801
Preparer
Charles Hulbert Jr CPA
Phone
6174241100
Supplemental Narrative

Additional Explanations

Schedule R, Part V, Line 2, Column (D)

“Cash transfers totaled $54,901. Cash transfers equal fair value at time of transfer. Transfer of an illiquid private equity investment totaled $44,617. Fair value was determined to be equal to the capital account balance on the date of transfer.”

Raw XML AppendixShowing 400 of 440 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE ROLE OF CIVIL SOCIETY
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAM SOLO CO STANTON & CO
IRS990/BooksInCareOfDetail/PhoneNum07819331744
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 W CUMMINGS PK 5850
IRS990/BooksInCareOfDetail/USAddress/CityNm0WOBURN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001801
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt099518
IRS990/CYInvestmentIncomeAmt04706
IRS990/CYOtherExpensesAmt0649
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-95461
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0100167
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04706
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION IS THE SUPPORTING ORGANIZATION TO ANOTHER PUBLIC CHARITY WHOSE MISSION IS TO PROMOTE THE ROLE OF CIVIL SOCIETY AND FOR EDUCATIONAL PURPOSES. THE ORGANIZATION PROVIDED THREE GRANTS DURING 2023.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt099518
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt134622
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN VAN RENS
IRS990/Form990PartVIISectionAGrp/PersonNm1PAM SOLO
IRS990/Form990PartVIISectionAGrp/PersonNm2GAIL PRESSBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1220000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLERK & EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER & DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03707
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt099518
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt099518
IRS990/GrantsToDomesticOrgsGrp/TotalAmt099518
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03707
IRS990/GrossReceiptsAmt04706
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0999
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0999
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt045588
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LUCRETIA WAS FOUNDED WITH A MISSION TO SUPPORT THE SECTORS OF THE CIVIL SOCIETY AT THE LOCAL AND INTERNATIONAL LEVELS PROMOTING COMMUNITY DEVELOPMENT EFFORTS, HUMAN AND CIVIL RIGHTS, AND SOCIAL AND ECONOMIC EQUITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0100027
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03707
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03707
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4566
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0100027
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PORTFOLIO DEDUCTIONS FR
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0561
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt188
IRS990/OtherExpensesGrp/TotalAmt0561
IRS990/OtherExpensesGrp/TotalAmt188
IRS990/OtherInd0X
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PAM SOLO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt0-10447
IRS990/PYOtherExpensesAmt01557
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-22004
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011557
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-10447
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-95461
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054439
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0043272715
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt099518
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CIVIL SOCIETY INSTITUTE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt099518
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt054901
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt044617
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0PEG POOLED VENTURE CAPITAL PRIVATE INVESTORS II LLC
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING SUPPORT; PROMOTE CIVIL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CIVIL SOCIETY INSTITUTE INC CO STANTON & COMPANY
IRS990ScheduleI/RecipientTable/RecipientEIN0043272715
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0400 W CUMMINGS PK STE 5850
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WOBURN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001801
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE DISTRIBUTED TO THE SUPPORTED ORGANIZATION NAMED IN THE ORGANIZING DOCUMENTS. NO FURTHER MONITORING OF THE GRANT FUNDS IS PERFORMED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0220000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt026400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08222
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAM SOLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CLERK & EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0254622
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2PEG POOLED VENTURE CAPITAL PRIVATE INVESTORS II LLC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0CIVIL SOCIETY INSTITUTE INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1CIVIL SOCIETY INSTITUTE INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt2CIVIL SOCIETY INSTITUTE INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12023-09-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22023-10-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0043272715
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1043272715
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN2043272715
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt058
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt154843
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt244617
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt2501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2CAPITAL BALANCE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0C/O STANTON COMPANY - 400 W CUMMI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1C/O STANTON COMPANY - 400 W CUMMI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt2C/O STANTON COMPANY - 400 W CUMMI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0WOBURN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1WOBURN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2WOBURN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd001801
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd101801
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd201801
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PAM SOLO IS CLERK & EXECUTIVE DIRECTOR OF LUCRETIA FUND, INC. (FUND). THE FUND IS THE SUPPORTING ORGANIZATION TO CIVIL SOCIETY INSTITUTE, INC. (CSI) AND, THEREFORE, MUST TRANSFER ITS ASSETS TO CSI IN FURTHERANCE OF THE EXEMPT PURPOSE. PAM SOLO IS THE PRESIDENT AND EXECUTIVE DIRECTOR OF CSI AND HAS ALWAYS RECEIVED COMPENSATION FOR HER SERVICES. THE TRANSFER OF ASSETS ON TERMINATION OF THE FUND TO CSI HAS NO IMPACT ON, AND IS UNRELATED TO, PAM'S COMPENSATION IN CSI.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, 2b
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LUCRETIA FUND, INC. IS A SUPPORTING ORGANIZATION TO CIVIL SOCIETY INSTITUTE, INC. PURSUANT TO LUCRETIA'S BY-LAWS, CIVIL SOCIETY INSTITUTE HAS THE RESPONSIBILITY AND POWER TO APPOINT THE BOARD MEMBERS FOR LUCRETIA. THIS IS REQUIRED FOR LUCRETIA TO QUALIFY AS A TYPE I SUPPORTING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS NOT REVIEWED BY THE ENTIRE BOARD. THE BOARD'S CLERK AND EXECUTIVE DIRECTOR IS GIVEN THE REPONSIBILITY OF REVIEWING AND APPROVING THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LUCRETIA'S BOARD REVIEWS TRANSACTIONS AGAINST LIST OF DISCLOSED CONFLICTS TO ENSURE THAT POTENTIAL CONFLICTS WILL BE AVOIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF FORM 990 IS FILED ANNUALLY WITH MASSACHUSSETS ATTORNEY GENERAL'S OFFICE. AS PART OF THEIR PROCEDURE, THE DOCUMENT IS SCANNED AND MADE AVAILABLE TO THE PUBLIC. ADDITIONALLY, A REPRODUCTION OF THE RETURN CAN BE FOUND ON GUIDESTAR'S WEBSITE. FINALLY, COPIES OF ORGANIZATIONAL DOCUMENTS CAN BE REQUESTED DIRECTLY FROM THE ORGANIZATION'S MANAGEMENT BY CONTACTING THEM AT THEIR OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CASH TRANSFERS TOTALED $54,901. CASH TRANSFERS EQUAL FAIR VALUE AT TIME OF TRANSFER. TRANSFER OF AN ILLIQUID PRIVATE EQUITY INVESTMENT TOTALED $44,617. FAIR VALUE WAS DETERMINED TO BE EQUAL TO THE CAPITAL ACCOUNT BALANCE ON THE DATE OF TRANSFER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SCHEDULE R, PART V, LINE 2, COLUMN (D)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CIVIL SOCIETY INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0043272715
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE CIVIL SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0C/O STANTON CO 400 W CUMMINGS PK 58
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WOBURN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001801
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt099518
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE SCHEDULE O FOR EXPLANATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CIVIL SOCIETY INSTITUTE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0100027
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0100027
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0649
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt099518
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100167
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0100027
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt034622
IRS990/TotalProgramServiceExpensesAmt099518
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04706
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04706
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0100027
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0220000
IRS990/TransactionWithControlEntInd01
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.